Trueblood Wealth Management, LLC Portfolio Holdings

Trueblood Wealth Management, LLC

  • $256 Billion
  • Q3 2025

Trueblood Wealth Management, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $256 Billion distributed in 254 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $14B, Apple Inc. with a value of $9.04B, Microsoft Corp with a value of $7.59B, Invesco S&P 500 Equal Weight E with a value of $4B, and Oracle Corp with a value of $3.87B.

Examining the 13F form we can see an increase of $17.3B in the current position value, from $239B to 256B.

Trueblood Wealth Management, LLC is based out at Lima, OH

Below you can find more details about Trueblood Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $256 Billion
ETFs: $61.8 Billion
Technology: $48.4 Billion
Financial Services: $43.3 Billion
Industrials: $25.8 Billion
Healthcare: $14.4 Billion
Consumer Cyclical: $12.5 Billion
Energy: $11.7 Billion
Consumer Defensive: $9.27 Billion
Other: $15.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$871B
$14 Billion 5.45% of portfolio
44,339
Q3 2025 Reduced 1.01%
$4.22T
$9.04 Billion 3.53% of portfolio
35,516
Q3 2025 Reduced 0.1%
$3.86T
$7.59 Billion 2.96% of portfolio
14,653
Q3 2025 Added 0.11%
$0
$4 Billion 1.56% of portfolio
21,060
Q3 2025 Added 1.27%
$742B
$3.87 Billion 1.51% of portfolio
13,770
Q3 2025 Reduced 1.73%
-
$3.69 Billion 1.44% of portfolio
-
Q3 2025 Added 9.26%
$451B
$3.69 Billion 1.44% of portfolio
19,792
Q3 2025 Reduced 1.16%
$0
$3.54 Billion 1.38% of portfolio
93,044
Q3 2025 Added 2.72%
$0
$3.3 Billion 1.29% of portfolio
39,627
Q3 2025 Added 1.37%
$58.7B
$3.13 Billion 1.22% of portfolio
10,121
Q3 2025 Added 1.31%
$24.9B
$2.8 Billion 1.09% of portfolio
17,705
Q3 2025 Added 0.02%
$277B
$2.75 Billion 1.07% of portfolio
5,756
Q3 2025 Reduced 2.67%
$0
$2.64 Billion 1.03% of portfolio
77,366
Q3 2025 Added 3.62%
$69.8B
$2.55 Billion 0.99% of portfolio
11,116
Q3 2025 Added 3.07%
$0
$2.49 Billion 0.97% of portfolio
86,464
Q3 2025 Added 5.0%
$301B
$2.31 Billion 0.9% of portfolio
14,845
Q3 2025 Reduced 0.74%
$0
$2.26 Billion 0.88% of portfolio
3,688
Q3 2025 Added 1.35%
$0
$2.12 Billion 0.83% of portfolio
86,625
Q3 2025 Added 5.29%
$158B
$2.14 Billion 0.83% of portfolio
8,667
Q3 2025 Reduced 5.71%
$400B
$2.1 Billion 0.82% of portfolio
5,174
Q3 2025 Reduced 2.23%
Linde PLC
-
$2.09 Billion 0.82% of portfolio
-
Q3 2025 Added 2.28%
$0
$2.08 Billion 0.81% of portfolio
52,573
Q3 2025 Added 4.25%
$0
$2.06 Billion 0.8% of portfolio
26,901
Q1 2025 Added 4.39%
$2.26T
$2.05 Billion 0.8% of portfolio
9,351
Q3 2025 Added 1.48%
$139B
$2.02 Billion 0.79% of portfolio
6,113
Q3 2025 Added 0.05%
$127B
$1.97 Billion 0.77% of portfolio
7,998
Q3 2025 Reduced 2.27%
$0
$1.95 Billion 0.76% of portfolio
20,787
Q3 2025 Reduced 9.83%
$1.53T
$1.87 Billion 0.73% of portfolio
6,678
Q3 2025 Added 0.35%
$24.9B
$1.83 Billion 0.72% of portfolio
19,554
Q3 2025 Added 2.03%
$259B
$1.84 Billion 0.72% of portfolio
2,313
Q3 2025 Added 1.94%
$568B
$1.73 Billion 0.68% of portfolio
5,073
Q3 2025 Added 7.39%
Capital Group Dividend Growe
-
$1.71 Billion 0.67% of portfolio
-
Q3 2025 Added 4.04%
$74B
$1.73 Billion 0.67% of portfolio
13,966
Q3 2025 Reduced 3.99%
$118B
$1.68 Billion 0.66% of portfolio
5,738
Q3 2025 Added 0.38%
$144B
$1.7 Billion 0.66% of portfolio
4,592
Q3 2025 Added 5.37%
$0
$1.69 Billion 0.66% of portfolio
19,059
Q3 2025 Added 2.12%
$581M
$1.66 Billion 0.65% of portfolio
34,100
Q3 2025 New
$6.08B
$1.64 Billion 0.64% of portfolio
28,879
Q3 2025 Reduced 0.7%
$646B
$1.64 Billion 0.64% of portfolio
3,256
Q3 2025 Added 0.09%
$35.9B
$1.65 Billion 0.64% of portfolio
6,933
Q3 2025 Reduced 1.37%
$409B
$1.59 Billion 0.62% of portfolio
6,849
Q3 2025 Added 4.28%
$415B
$1.6 Billion 0.62% of portfolio
1,725
Q3 2025 Added 3.79%
$81.1B
$1.6 Billion 0.62% of portfolio
8,983
Q3 2025 Added 0.07%
$190B
$1.58 Billion 0.62% of portfolio
9,525
Q3 2025 Reduced 22.81%
$226B
$1.6 Billion 0.62% of portfolio
5,270
Q3 2025 Reduced 0.66%
$0
$1.59 Billion 0.62% of portfolio
53,563
Q3 2025 Added 3.11%
Capital Group International
-
$1.59 Billion 0.62% of portfolio
-
Q3 2025 Added 5.04%
$470B
$1.57 Billion 0.61% of portfolio
13,953
Q3 2025 Reduced 0.86%
$18.4B
$1.56 Billion 0.61% of portfolio
4,506
Q3 2025 Added 3.87%

Summary

  • Portfolio
  • No. of Stocks 254
  • Current Value $256 Billion
  • Prior Value $239 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 149 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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